Best Financial Planner in Goshen, IN
John Liechty
Integrated Financial Planning Solutions (An Indiana Registered Investment Advisor)
203 South Main St, Suite 2-A
Goshen, IN 46526 USA
Work 574-975-3682

People We Help

Clients of Integrated Financial Planning Solutions come to us with a variety of financial planning questions. Most realize the value of a plan and want to obtain competent advice from an experienced and qualified professional, while still retaining control of assets and decisions. They seek trusted partners to educate, empower and support them on their financial planning journey.

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People John Liechty Helps In Goshen, IN

Do You Share Any of these Concerns?

Lack of Time or Expertise

Children's College Funds

Retirement On the Horizon

Managing Investments

Multiple retirement accounts among various institutions and past employers
Confusion over quarterly statements
Best investment strategies and funds

College investment and saving options
Tax advantages of 529 Plan
Federal Tax Credits
Balancing retirement and education savings

Will I need to work part-time?
When can I retire?
How do I invest before and after retirement?
How much can I safely withdraw from savings each month in retirement?
Sufficient savings for your retirement income objectives?

Concerned about fees paid in a low return environment 
Need an objective analysis
In search of a new strategy after stock market meltdown
We can Troubleshoot, Clarify, and Streamline your finances.
Prepare now for your children's college planning.
Enjoy peace of mind about your financial future.
Acquire more information and education for financial adjustments ahead.

Understanding Insurance

Is my life insurance still necessary?
Are there lower-cost options that meet my needs?
Term or Permanent Insurance? Variable or Universal Life?
Long-term Care Insurance? What type?

We can help you clear up the foggy world of insurance.

From a single advice session to comprehensive guidance, we help navigate your path.

Guidance before meeting with your Attorney

Assistance understanding tools and techniques in Estate Planning
Reduce time spent with costly attorneys
Liaison between Attorneys, CPA, Trust Officer, and Life Insurance agent

Comfortable with Current Plan, interested in a Second Opinion

Ensure nothing has been overlooked
Be assured of complete Objectivity
Assess plan consistency with financial goal
Review all fees for potential savings

Receive a Second Opinion with Confidence – Your Best Interest is our sole goal.